Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,827 | $44,850+2.2% | $60,547-24.3% | $59,632-23.2% |
| Participation rate | 81.3% | 59.5%+21.8pp | 68.0%+13.3pp | 68.7%+12.6pp |
| Annual return | -1.85% | 1074.14%-1076.0pp | 335.64%-337.5pp | 2041.32%-2043.2pp |
| Employer contribution / active EE | $303 | $1,462-79.3% | $2,419-87.5% | $2,203-86.3% |
| Participant deferral / active EE | $2,657 | $2,230+19.2% | $3,328-20.2% | $3,192-16.8% |
| Admin fee / account holder | $12 | $3,635-99.7% | $4,536-99.7% | $4,297-99.7% |